Our Services

CB Wealth Management Group is an independent financial planning company in Palm Desert, CA. For three decades we have provided financial planning to help our clients work toward their goals, provided investment recommendations to promote proper asset allocation, and offer consistent monitoring to make sure that our clients' portfolios are kept up to date in these changing times.

We specialize in helping individual investors set financial goals and invest wisely to pursue these goals. These goals may include saving for retirement, planning for future college expenses, maximizing tax planning strategies, or generating attractive retirement income.

We believe that all investors deserve professional advice, so whether you are just getting started, or have advanced needs, we are the company for you.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Information provided is from sources believed to be reliable however, we cannot guarantee or represent that it is accurate or complete. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed as an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.